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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3301
Sherman Asset Management
California
$93.3K – – –
TM
3302
Torren Management
California
$92.4K +$94.6K +644 New
PWM
3303
Proathlete Wealth Management
Florida
$91.1K +$3.97K +27 +4%
NOI
3304
Newton One Investments
Delaware
$90K – – –
OA
3305
Operose Advisors
Wisconsin
$89.3K -$8.52K -58 -9%
LWM
3306
Lodestone Wealth Management
Washington
$88.3K +$90.4K +615 New
AWA
3307
Acumen Wealth Advisors
Tennessee
$88.1K +$89.2K +607 New
OBWP
3308
O'Brien Wealth Partners
Massachusetts
$87.8K -$147 -1 -0.2%
IAS
3309
IMA Advisory Services
Colorado
$86K +$6.46K +44 +8%
W
3310
WealthCollab
Washington
$85.8K -$2.94K -20 -3%
GG
3311
Gleason Group
Kentucky
$85.8K -$294 -2 -0.3%
TBFA
3312
Three Bearings Fiduciary Advisors
New Hampshire
$85.4K +$81.7K +556 New
FCG
3313
Financial Connections Group
California
$83K – – –
HAP
3314
Harbor Asset Planning
Massachusetts
$82.4K – – –
WCM
3315
Westend Capital Management
California
$82.4K +$62.9K +428 +293%
WOSD
3316
WFA of San Diego
California
$81.2K – – –
AT
3317
Arlington Trust
Alabama
$81.1K -$408K -2,780 -83%
CPG
3318
Cornerstone Planning Group
New Jersey
$80.7K +$33.4K +227 +72%
ASCM
3319
Adkins Seale Capital Management
Louisiana
$80.1K +$82K +558 New
HIW
3320
Holos Integrated Wealth
Pennsylvania
$78.6K +$10.3K +70 +15%
VFM
3321
Vision Financial Markets
Connecticut
$78.5K – – –
KAS
3322
Kemnay Advisory Services
New York
$78.1K +$79.9K +544 New
AAG
3323
Accordant Advisory Group
Maryland
$77.6K – – –
NSG
3324
Nalls Sherbakoff Group
Tennessee
$76.3K +$1.76K +12 +2%
BIA
3325
Bell Investment Advisors
California
$76.2K -$8.23K -56 -10%
131 132
133
134 135